Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.549 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47330.7 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45935.72 Kr¶
PnL: ---------------------------------------> -952.85 Kr¶
DD now: ---------------------------------> -2.672 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 10:45:25.559617'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.250000 | 2782.500000 | 146.500000 | 5.560000 | 2636.000010 |
| HMS Networks | 2 | 16.370000 | 804.800000 | 131.800000 | 19.580000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 3015.000000 | 88.000000 | 3.010000 | 2927.000000 |
| SAAB B | 8 | 0.800000 | 3435.200000 | 58.200000 | 1.720000 | 3377.000000 |
| MedCap | 2 | 0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Intrum | 4 | 6.980000 | 567.200000 | 40.200000 | 7.630000 | 527.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.330000 | 393.300000 | 38.300000 | 10.790000 | 355.000000 |
| Corem Property Group B | 59 | -2.200000 | 603.570000 | 26.570000 | 4.600000 | 576.999999 |
| AcadeMedia | 12 | -0.410000 | 583.200000 | 26.200000 | 4.700000 | 557.000004 |
| Resurs Holding | 22 | -0.800000 | 597.080000 | 23.080000 | 4.020000 | 573.999998 |
| Boozt | 12 | -0.070000 | 1666.800000 | 12.800000 | 0.770000 | 1653.999996 |
| Eastnine | 4 | 0.000000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Norva24 Group | 16 | 0.700000 | 550.080000 | 7.080000 | 1.300000 | 543.000000 |
| OEM International B | 7 | -0.650000 | 534.100000 | 6.100000 | 1.160000 | 527.999997 |
| Securitas B | 6 | -0.620000 | 575.160000 | 5.160000 | 0.910000 | 570.000000 |
| Swedbank A | 3 | -1.840000 | 569.100000 | 5.100000 | 0.900000 | 564.000000 |
| Coor Service Management Hold. | 8 | 0.150000 | 536.000000 | 4.000000 | 0.750000 | 532.000000 |
| Creaspac SPAC | 6 | 0.520000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Karnov Group | 9 | -0.330000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.820000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.680000 | 246.000000 | 0.000000 | 0.000000 | 246.000000 |
| CTEK | 13 | -0.070000 | 528.710000 | -5.290000 | -0.990000 | 533.999999 |
| Midsona B | 63 | 1.800000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| Handelsbanken A | 5 | -1.530000 | 531.500000 | -14.500000 | -2.660000 | 546.000000 |
| Beijer Electronics Group | 26 | -5.960000 | 2953.600000 | -17.400000 | -0.590000 | 2971.000006 |
| Nordea Bank Abp | 29 | -0.990000 | 3434.760000 | -19.240000 | -0.560000 | 3453.999992 |
| Essity B | 2 | -3.930000 | 537.200000 | -36.800000 | -6.410000 | 574.000000 |
| International Petroleum Corp. | 5 | 0.000000 | 552.500000 | -42.070000 | -7.080000 | 594.565215 |
| Essity A | 4 | -3.400000 | 1080.000000 | -69.000000 | -6.010000 | 1149.000000 |
| Vivesto | 1368 | 1.490000 | 541.450000 | -71.550000 | -11.670000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.380000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| Fasadgruppen Group | 35 | 0.960000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| OX2 | 18 | 0.380000 | 1408.500000 | -255.500000 | -15.350000 | 1663.999992 |
| Axfood | 13 | -2.690000 | 3480.100000 | -275.900000 | -7.350000 | 3756.000001 |
| Ovzon | 52 | 0.560000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45935.720000 | -952.850000 | -2.67159% | 46888.564618 |
Updated:¶
'2023-01-26 10:45:38.391859'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
